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Re: Merging funds from different portfolio

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Posted by Mark on February 11, 2000 at 20:51:17:

In Reply to: Merging funds from different portfolio posted by Ray Neron on February 10, 2000 at 20:58:48:

: I bought the same fund at different prices into different portfolios.
: I would like to merge them to get my average price.
: When I merge all portfolios, they still individual.
: Any ideal???
: Thanks
: Ray


Ray,
Transactions are entered into a specific investment file. You
may have more than one investment file for the same security.
For example, you can have IBM1.dat and IBM2.dat each with their
own separate transaction histories. If you wish to have the transactions
all in a single investment file, you should make sure to enter them
into the same investment file. You can include this investment file
in as many different portfolios as you want. Portfolios are just
a way of grouping investment files.

Hope this helps.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT





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